Keeping You Informed – In case you missed it…

 February 22, 2024 |Joanne Livingston
During the 2018 budget process, the government proposed changes to the rules that effect tax reporting on some Trusts. This change was debated over the next several years and ultimately was passed in 2023. We briefly reported on this last fall, but one...
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Keeping You Informed – We finally like bonds again!!! And one other thing….

 November 07, 2023 |Joanne Livingston
Historically, the bond market has been a relatively safe place for investors to put their money. It was low risk and low reward, and offered a safety net in case the equity market took a tumble. However, as interest rates rise, prices of bonds are dropping...
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